2026-05-11T12:06:59-07:00 2025-06-30 990 2024-07-01 383283760 WALKER MEADOW RETIREMENT COMMUNITY INC WALK 6169494975 3600 E Fulton Grand Rapids MI 49546 Stephen Fetyko President & CEO 6163010158 2026-05-11 1 2024 2025-03-06 01:10:19Z STEPHEN FETYKO 3600 E FULTON GRAND RAPIDS MI 49546 289297 0 X www.mybrio.org X 1996 MI WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 13 13 2 0 0 0 750 830 291227 288234 355 233 0 0 292332 289297 0 0 0 0 73990 87770 0 0 0 298813 284004 372803 371774 -80471 -82477 1100700 1065038 2477401 2524216 -1376701 -1459178 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 296795 0 288467 PROVIDE AFFORDABLE HOUSING FOR LOW INCOME ELDERLY BY RENTING 42 APARTMENTS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF URBAN DEVELOPMENT. 0 0 0 296795 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X VERONICA BRALEY 6164642679 3600 E Fulton Grand Rapids MI 49546 Steve Fetyko President & CEO 1 50 X 0 518396 34324 Nicole Maag Chief of Residential Service 1 50 X 0 304106 30880 Kalen Carlson Chief Financial Officer 1 50 X 0 287018 20539 Kim Hoppe Former Chief Financial Officer 1 50 X 0 122799 133462 Russ Ives Chair 1 0 X X 0 0 0 John Nixon Vice Chair 1 0 X X 0 0 0 Michael Fritz Treasurer/Secretary 1 0 X X 0 0 0 Colleen Dolan-Green Director 1 0 X 0 0 0 Dick Lundy Director 1 0 X 0 0 0 Jackie Taylor Director 1 0 X 0 0 0 Mike Shore Director 1 0 X 0 0 0 Greg Tewksbury Director 1 0 X 0 0 0 Lou Berra Director 1 0 X 0 0 0 Nick Nahorski Director 1 0 X 0 0 0 Ben Miles Director 1 0 X 0 0 0 Natalie Brown Director 1 0 X 0 0 0 Jennifer Tyler Director 1 0 X 0 0 0 0 1232319 219205 0 1 1 0 0 0 0 0 830 0 0 0 830 RENTAL INCOME 531110 276680 276680 0 0 CARPORTS 812930 3303 3303 0 0 LAUNDRY & VENDING 812300 1483 1483 0 0 CABLE CHARGES 812900 6768 6768 0 0 0 0 0 0 288234 233 233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 289297 288467 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 71696 35848 35848 0 0 0 0 0 10806 5403 5403 0 5268 2634 2634 0 25189 25189 0 0 5299 5299 0 0 18946 0 18946 0 0 0 0 0 0 0 0 0 0 0 11498 11498 112039 112039 650 650 90556 90556 14055 14055 5772 5772 371774 296795 74979 0 5003 3350 125945 90891 0 0 4448 0 0 0 0 2604 2714 3199995 2250297 952260 949698 14888 13937 1100700 1065038 47956 95722 2389557 2389557 39888 38937 2477401 2524216 X -1376701 -1459178 0 0 -1376701 -1459178 1100700 1065038 -82477 0 0 0 0 0 X 0 1 X 1 1 1 X 241470 258896 292510 275765 279984 1348625 0 0 0 0 0 0 0 0 0 0 241470 258896 292510 275765 279984 1348625 1348625 23 12 254 355 233 877 0 0 0 0 0 17740 18788 13370 15462 8252 73612 1423114 0.94766 0.94129 X Schedule A, Part II, Line 10 MISC CHARGES INCLUDE CABLE, LAUNDRY, VENDING, AND OTHER RESIDENT CHARGES. 0 96000 96000 0 2306969 1587798 719171 0 0 0 0 0 134279 100346 33933 0 662747 562153 100594 949698 0 TENANT SECURITY DEPOSITS 13937 LOAN TO PORTER HILLS 25000 38937 289297 0 0 0 0 0 289297 0 0 0 289297 371774 0 0 0 0 0 371774 0 0 0 371774 1 0 0 0 0 0 0 0 0 Steve Fetyko President & CEO 0 517896 0 500 0 0 0 13800 0 20524 0 552720 0 0 Nicole Maag Chief of Residential Service 0 280661 0 23445 0 0 0 12164 0 18715 0 334985 0 0 Kalen Carlson Chief Financial Officer 0 263793 0 23225 0 0 0 11481 0 9058 0 307557 0 0 Kim Hoppe Former Chief Financial Officer 0 10985 0 0 0 111814 0 133462 0 0 0 256261 0 0 Schedule J, Part I, Line 4 KIM HOPPE RECEIVED A SEVERANCE PAYMENT OF $111,814 DURING THE TAX YEAR. PAYMENTS WERE MADE IN BIWEEKLY INSTALLMENTS OVER 26 WEEKS PER THE AGREEMENT SIGNED BY THE PARTIES ON 9/28/23. Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE MEMBER OF WALKER MEADOW RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7a BRIO LIVING SERVICES BOARD OF DIRECTORS NEEDS TO APPROVE THE BOARD OF DIRECTORS OF WALKER MEADOW RETIREMENT COMMUNITY. Form 990, Part VI, Section B, Line 11b THE ASSISTANT CONTROLLER PREPARES THE FORM 990 AND THE CFO REVIEWS THE 990 PRIOR TO IT BEING FILED. A REDACTED COPY OF THE RETURN IS SENT TO THE BOARD FOR COMMENT PRIOR TO SUBMISSION TO THE IRS. Form 990, Part VI, Section B, Line 12c BRIO LIVING SERVICES EXPECTS ITS EMPLOYEES AND TRUSTEES TO CONDUCT THE BUSINESS OF BRIO LIVING SERVICES IN A LEGAL AND ETHICAL MANNER, OBSERVING THE HIGHEST STANDARD OF INTEGRITY AND BUSINESS ETHICS WHEN ACTING ON BEHALF OF BRIO LIVING SERVICES, THESE INDIVIDUALS SHOULD ACT SOLELY FOR THE BENEFIT OF THE ORGANIZATION. EACH EMPLOYEE AND TRUSTEE SHOULD AVOID ANY FINANCIAL RELATIONSHIP OR OTHER SITUATION WHICH REPRESENTS A CONFLICT BETWEEN BRIO LIVING SERVICES INTEREST AND OTHER PERSONAL INTEREST OF THE INDIVIDUAL. THE BRIO LIVING SERVICES POLICY ON THE CONFLICT OF INTEREST IS DISTRIBUTED ANNUALLY TO MEMBERS OF THE BRIO LIVING SERVICES BOARD OF TRUSTEES, BRIO LIVING SERVICES PRESIDENT AND CEO, AND THE BRIO LIVING SERVICES ADMINISTRATIVE STAFF, INCLUDING DEPARTMENT HEADS AND CENTRAL SUPPLY STAFF. AT THE TIME OF THE DISTRIBUTION OF THE POLICY, EACH PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE REAL OR POTENTIAL CONFLICTS OF INTEREST, WHICH WILL BE KEPT CONFIDENTIAL. DISCLOSURES OF ANY POTENTIAL CONFLICTS OF INTEREST BY TRUSTEES, AND/OR STAFF ARE FORWARDED TO THE GOVERNANCE COMMITTEE FOR REVIEW. ANY TRANSACTIONS BETWEEN BRIO LIVING SERVICES AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY BRIO LIVING SERVICES EMPLOYEE OR TRUSTEE SHALL NOT BE VOID BUT SHALL BE VALID IF 1. THE TRANSACTION IS FAIR AND REASONABLE 2. THE MATERIAL FACTS OF THE CONFLICT ARE DISCLOSED TO THE BOARD OF TRUSTEES 3. THE TRANSCTION IS DISCUSSED AND VOTED UPON BY THE BOARD OR COMMITTEE OUTSIDE THE PRESENCE OF THE AFFECTED INDIVIDUAL 4. THE TRANSACTION IS APPROVED AND 5. THE MINUTES OF THE BOARD OR COMMITTEE REFLECT COMPLIANCE WITH THE POLICY. INDIVIDUALS WITH A CONFLICT ARE NOT PERMITTED TO BE PRESENT DURING DISCUSSION OR ANY VOTE REGARDING A CONFLICT OF INTEREST. ANY TRUSTEE OF THE BRIO LIVING SERVICE BOARD WHO BECOMES AWARE OF A RELATIONSHIP THAT DOES, OR MIGHT, CONSTITUTE A CONFLICT OF INTEREST AFTER COMPLETING AND SIGNING THIS FORM MUST FILE AN UPDATED FORM. Form 990, Part VI, Section B, Line 15 APPROXIMATELY EVERY THREE YEARS, BRIO LIVING SERVICES HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. A CONSULTANT WAS ENGAGED IN 2024 AND THE STUDY WAS COMPLETED IN 2025. IN INTERIM YEARS, BRIO LIVING SERVICE USES INDUSTRY STANDARD COMPENSATION STUDIES FROM VARIOUS SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE BRIO LIVING SERVICES BOARD OF TRUSTEES ALONG WITH AN ANNUAL EVALUATION OF THE CEO'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE COMPENSATION COMMITTEE IS DOCUMENTED IN THE ORGANIZATIONS BOARD MINUTES. Form 990, Part VI, Section C, Line 19 FINANCIALS STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. United Methodist Retirement Communities Inc 805 W Middle Street Chelsea MI 49546 381366908 Retirement Community MI 501(C)(3) Line 10 N/A 0 Porter Hills Home Health West 3600 E Fulton Grand Rapids MI 49546 383384372 Certified Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Porter Hills at Home 3600 E Fulton Grand Rapids MI 49546 453469541 Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Life Circles 560 Seminole Rd Muskegon MI 49444 260170498 PACE Program MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Meadowlark Retirement Community 3600 E Fulton Grand Rapids MI 49546 383373281 Retirement Community MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Baileys Grove Retirement Community 5252 Baileys Center Drive Kentwood MI 49512 383643825 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 River Grove Retirement Community 5761 Jupiter Ave Belmont MI 49306 383519530 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Sparta Retirement Community (dba Harvest Way Retirement Community) 100 Ida Red Sparta MI 49349 383445251 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Senora Woods Retirement Community (dba Oak Ridge Retirement Community) 3781 Giddings Grand Rapids MI 49508 383382610 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Station Creek Retirement Community 10010 Crossroad Court Calendonia MI 49316 200771871 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 UMRCPH Inc 805 W Middle Street Chelsea MI 49546 383358620 Corporate Office MI 501(C)(3) Line 12a, I N/A 1 UMRCPH Foundation 805 W Middle Street Chelsea MI 49546 383443089 Supporting Organization with Public Charity MI 501(C)(3) Line 12a, I United Methodist Retirement Communities 1 The Washtenaw PACE Inc 2940 Ellesworth Rd Ypsilanti MI 48197 275067787 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 The Cascade PACE Inc 2282 Springport Rd Jackson MI 49202 465362872 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 Porter Hills Presbyterian Village Inc 3600 E Fulton Grand Rapids MI 49546 386141735 Retirement Community MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 PACE of Southwest Michigan Inc 2900 Lakeview Avenue St Joseph MI 49085 451148618 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 UMRCE DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GENERAL PARTNER MI N/A C 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 EXTENSION FILED AND ACCEPTED.